Christine Montz is a CPA and a CFP® with over thirty-five years of extensive tax,financial planning and investment management experience. Upon graduating from Louisiana State University, she spent over eight years with the international accounting firm of KPMG Peat Marwick. She then joined First Commerce Corporation’s Trust Group/Bank One. Christine spent 10 years with the organization in progressive executive management positions including the oversight of the $16 billion dollar Trust
Department and the $2 billion family of proprietary mutual funds.
Christine is a member of the Louisiana Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Financial Planning Association. She also is an Investment Adviser Representative, holding the Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law) license.
Securities and investment advisory services are offered through Montz Harcus Wealth Management, LLC (MHWM) with securities cleared through Charles Schwab & Co, Inc. Securities also offered through Purshe Kaplan Sterling Investments, member FINRA/SIPC, headquartered at 80 State St., Albany, NY 12207. Tax and Insurance services provided by Physicians Resource Group. Purshe Kaplan Sterling Investments is not affiliated with Montz Harcus Wealth Management or Physicians Resource Group.
Charles Schwab & Co, Inc. is one of the firms that we use to custody our client assets. Charles Schwab & Co, Inc., Montz Harcus Wealth Management, and the other entities named are separate and unaffiliated firms, and are not responsible for each other’s services or policies. Charles Schwab & Co, Inc. does not endorse or recommend any advisor and the use of the Charles Schwab & Co, Inc. logo does not represent the endorsement or recommendation of any advisor. Brokerage services provided by Charles Schwab & Co, Inc., member FINRA/SIPC.
MHWM and PRG are affiliated companies. Additional products and services may be available through Physicians Resource Group that are not offered through MHWM or PKS. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your Registered Representative. Read it carefully before you invest or send money. Visit disclosure page.
Montz Harcus Wealth Management LLC (“MHWM”) is a registered investment adviser registered with the Securities and Exchange Commission (“SEC”) and notice filed in the states where the Adviser either has an office or the de minimis number of clients. No information contained in this website has been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Registration as a registered investment adviser does not imply a certain level of skill or training.